Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (QQQM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (QQQM) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
454+ 7.84% |
$57.9K - $69.1K
|
6.24K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450+ 2.48% |
$57.4K - $68.5K
|
18.6K
$4M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
446+ 24.53% |
$56.9K - $67.9K
|
2.26K
$487K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
433New |
$55.2K - $65.9K
|
433
$93.1K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
421New |
$53.7K - $64.1K
|
421
$90.5K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
417+ 12.13% |
$53.2K - $63.5K
|
3.85K
$829K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
411+ 5.66% |
$52.4K - $62.6K
|
7.68K
$1.65M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
399New |
$50.9K - $60.8K
|
399
$85.8K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
302+ 2.05% |
$38.5K - $46K
|
15K
$3.22M
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
302+ 7.02% |
$38.5K - $46K
|
4.61K
$990K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300+ 154.64% |
$38.2K - $45.7K
|
494
$106K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
294+ 8.46% |
$37.5K - $44.8K
|
3.77K
$810K
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
287+ 0.58% |
$36.6K - $43.7K
|
49.4K
$10.6M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
257+ 12.77% |
$32.8K - $39.1K
|
2.27K
$488K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
257+ 0.85% |
$32.8K - $39.1K
|
30.5K
$6.56M
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
241+ 219.09% |
$30.7K - $36.7K
|
351
$75.5K
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
236+ 14.14% |
$30.1K - $35.9K
|
1.91K
$410K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
232New |
$29.6K - $35.3K
|
232
$49.9K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
222+ 0.69% |
$28.3K - $33.8K
|
32.4K
$6.96M
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
209+ 0.32% |
$26.6K - $31.8K
|
64.8K
$13.9M
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
206+ 5.0% |
$26.3K - $31.4K
|
4.32K
$930K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
201+ 8.66% |
$25.6K - $30.6K
|
2.52K
$542K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
193+ 7.41% |
$24.6K - $29.4K
|
2.8K
$602K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
193+ 137.86% |
$24.6K - $29.4K
|
333
$71.6K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
190New |
$24.2K - $28.9K
|
190
$40.8K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
186New |
$23.7K - $28.3K
|
186
$40K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
141+ 5.52% |
$18K - $21.5K
|
2.7K
$580K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
140+ 12.27% |
$17.8K - $21.3K
|
1.28K
$275K
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
132+ 4.34% |
$16.8K - $20.1K
|
3.17K
$682K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132New |
$16.8K - $20.1K
|
132
$28.4K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
131+ 6.12% |
$16.7K - $19.9K
|
2.27K
$488K
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
100New |
$12.7K - $15.2K
|
100
$21.5K
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 6.33% |
$12.7K - $15.2K
|
1.68K
$361K
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
98+ 1.09% |
$12.5K - $14.9K
|
9.06K
$1.95M
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.75% |
$11.6K - $13.9K
|
5.29K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
84New |
$10.7K - $12.8K
|
84
$18.1K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
77New |
$9.82K - $11.7K
|
77
$16.6K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
75+ 1.89% |
$9.56K - $11.4K
|
4.05K
$870K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
70New |
$8.92K - $10.7K
|
70
$15K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 2.18% |
$8.54K - $10.2K
|
3.14K
$676K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 2.18% |
$8.54K - $10.2K
|
3.14K
$676K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
62New |
$7.9K - $9.44K
|
62
$13.3K
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
62New |
$7.9K - $9.44K
|
62
$13.3K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
61New |
$7.78K - $9.29K
|
61
$13.1K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
50+ 31.06% |
$6.37K - $7.61K
|
211
$45.4K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
46+ 1.33% |
$5.86K - $7.01K
|
3.49K
$751K
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38+ 0.6% |
$4.84K - $5.79K
|
6.36K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38+ 40.86% |
$4.84K - $5.79K
|
131
$28.2K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
35+ 0.78% |
$4.46K - $5.33K
|
4.5K
$966K
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
30+ 0.15% |
$3.82K - $4.57K
|
20.7K
$4.45M
|